国能日新(301162) - 2024年7月5日投资者关系活动记录表

Group 1: Company Overview - Guoneng Rixin Technology Co., Ltd. is actively involved in the renewable energy sector, providing power prediction services for new energy power stations [1][2]. Group 2: Business Performance - As of the end of 2023, the company serves 3,590 new energy power stations, indicating a strong market presence [2]. - The company aims to maintain a high renewal rate for existing customers, leveraging its comprehensive advantages in products, technology, and services [2]. Group 3: Market Environment - The relaxation of consumption red lines is expected to enhance the installed capacity of new energy, positively impacting the company's core business areas such as power prediction and grid management [3]. - The ongoing energy market reforms and policies are anticipated to facilitate the development and promotion of the company's electricity trading products [3]. Group 4: Future Outlook - The company is aligned with national strategies, including the "dual carbon" initiative, which is expected to increase the volatility and instability of new energy output, thereby creating opportunities for the company's power prediction and energy management services [3]. - The business progress in the first half of 2024 is reported to be in line with the company's operational expectations, with a positive outlook for continued growth [3].